BASKING RIDGE, NJ - About a dozen clients gathered at Veneto Ristorante last Monday afternoon over some sandwiches, paninis, and good company, hosted by Walter Pardo (CEO) and Jill Biagio (Client Relations) of Wealth Financial Partners (WFP.)
The crowd was walked through an interactive and informative presentation that shined a unique perspective on those preparing for ‘re-wirement’, a phrase Pardo prefers to use instead of ‘retirement’.
“‘RETIRE ON PURPOSE and other educational programs are so important for our clients that recently ‘Re-wired’ or are right about to enter that transition in their life,” said Pardo. “It gives them ‘HOPE’ that they are not alone, that their fears they have are not uncommon and that things are going to be ok.”
Before the discussion was under way, everybody went around the room introducing themselves and sharing the first concert they had ever attended, creating a sense of familiarity and comfort amongst the crowd
Throughout the presentation, the guests were tasked with writing out what qualities about where they live they value the most, as well as pondering what was on their dream, curiosity, and mastery list. These are things that many people assume they know, but when pen gets put to paper, they realize that perhaps not all has been figured out as they approach this stage in their life.
“The feedback we always get from our clients and their friends after this past event was that they left the restaurant with a greater anticipation for what is to come,” said Pardo.
A combination of hilarious yet eye-opening videos, interactive conversation, thought-provoking questions, and delicious food proved to be a fantastic time for those in attendance, as everyone, young and old, left the discussion gaining new and valuable insight.
This afternoon occasion was part of a series of events hosted by WFP for his clients, as every event offers educational value, fun, or both, as there is always something you can take away from one of these events, and there is no doubting everybody there did, as they are all more prepared for 're-wirement'.
About Wealth Financial Partners: Our team has over 40 years of combined experience working with and being referred by a roster of affluent families and business owners. Our clients see us as their wealth strategist, life coach, and most importantly, as their trusted advisor. We are an independent private wealth management firm that has been delivering personalized service to families and business owners nationwide and are headquartered in the historic Liberty Corner section of Basking Ridge in New Jersey. Pardo can be contacted for more information on IRA and retirement-related questions. Please visit wealthfinancialpartners.com or call (877) 714-2362.
Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Wealth Financial Partners, LLC and IFG are unaffiliated entities. OSJ: 12671 High Bluff Dr. Suite 200 San Diego, CA 92130.